See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,112 | $54,705-94.3% | $71,209-95.6% | $84,808-96.3% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 19.57% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $392 | $2,158-81.8% | $2,721-85.6% | $2,631-85.1% |
| Participant deferral / active EE | $1,132 | $3,030-62.6% | $4,175-72.9% | $4,212-73.1% |
| Admin fee / account holder | $209 | $4,863-95.7% | $5,349-96.1% | $7,344-97.2% |